Core Insights - The robot industry is poised for significant growth, with projections indicating the number of robots could reach billions in the future, and applications are expected to begin trial operations within one to two years [1] - China Mobile aims to become the world's largest robot operator, marking a strategic shift from being the largest telecommunications operator to a leader in the robotics sector [1][8] - The development of embodied intelligence technology is driving unprecedented ecological changes, transforming traditional automation in industrial production and household services, while also promoting the intelligent upgrade of foundational industries like communication, energy, and healthcare [1][8] Industry Developments - The 2025 World Robot Conference showcased the latest advancements in the robotics industry, highlighting the transition from laboratory research to large-scale commercial deployment [1][7] - China Mobile is focusing on the application of robots in elder care, with plans to introduce wheeled companion robots in pilot nursing homes [2][3] - The company has developed a wheeled robot capable of interacting with users, making video calls, and providing companionship, specifically targeting the elderly demographic [2][3] Technological Innovations - The VLA model, which stands for Vision, Language, and Action, is a key technology in the field of embodied intelligence, aimed at enhancing robots' capabilities to perceive their environment and execute tasks [4][5] - China Mobile has created a VLA model inference framework that improves the operational capabilities of robots, addressing critical technical gaps in the industry [5] - The company is also developing a simulation training system to enhance the training efficiency of robots, allowing for real-time parallel training of multiple robots [7] Strategic Goals - China Mobile's establishment of the Embodied Intelligence Industry Innovation Center reflects its commitment to advancing robotics and achieving commercial viability in various household scenarios [8][9] - The company is leveraging its existing infrastructure and technological advancements in data centers, cloud computing, and AI to support its foray into the robotics market [9] - The vision of connecting carbon-based life with silicon-based life signifies a transformative leap in the company's operational strategy, aiming to tap into the vast potential of the robotics market [9]
中国移动争做全球最大机器人运营商